Private Bank Advisor (HNW) - Wealth & Credit

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Banking Advisor III for the Private Bank in Philadelphia, PA (1600 Market Street). The role involves managing a book of business of Private Bank clients, growing the book, and meeting sales goals with high-net-worth clients.

The ideal candidate will have experience managing a book of business, experience with High Net Worth clients, and beneficial credit/lending knowledge. In-office culture promotes balance and collaboration.

Qualifications

• Experience managing a book of business with sales goals.
• Experience supporting High Net Worth clients.
• Credit and lending experience is beneficial.
• University degree plus 5+ years of relevant experience or equivalent combination.

Responsibilities

• Identify and selling AMG banking products to current and prospective high-net-worth clients as part of Private Banking team.
• Build relationships with internal and external partners, clients and COIs; execute AMG banking transactions.
• Originate, analyze, negotiate and document credit and non-credit banking products; manage the book of business for client satisfaction and revenue growth.
• Demonstrate credit risk analysis and mitigation for complex credit requests in line with policies.
• Provide leadership and mentoring to junior team members; ensure compliance with banking policies and regulations.

Skills

Book of Business

Client Satisfaction

Portfolio Management

Sales Process

Financial Management

Financial Performance

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Banking Advisor III for the Private Bank in Philadelphia, PA (1600 Market Street). The role involves managing a book of business of Private Bank clients, growing the book, and meeting sales goals with high-net-worth clients.

The ideal candidate will have experience managing a book of business, experience with High Net Worth clients, and beneficial credit/lending knowledge. In-office culture promotes balance and collaboration.